EXECUTIVE LEADERSHIP
DAVID C. FULTON, JR., CFA*
PRESIDENT and CEO
BRADLEY E. TURNER*
HEAD OF INVESTMENTS & ADMINISTRATION
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director & Chief Wealth Strategist
Michael P. Shebak III*
Senior Managing Director, Head of Institutional Consulting
Carl J. Tippit, CFA*
Senior Managing Director
Kathleen Thompson*
Controller
Research
Bradley E. Turner*
HEAD OF INVESTMENTS & ADMINISTRATION
Thomas M. Seay*
Managing Director, Research
Joseph D. Boushelle, CFA, CAIA*
Managing Director, Research
Anna J. Rathbun, CFA, CAIA*
Director, Research
Daniel Meges
Senior Analyst, RESEARCH
Joe Nitting, CFA
Analyst, Research
Erin D. H. Gray
Research Associate
INSTITUTIONAL CONSULTING GROUP
Michael P. Shebak III*
Senior Managing Director, Head of Institutional Consulting
Brian K. Hrabak, CFA*
Senior Managing Director
Adam J. Blake, AIF®*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
Sarah E. Parker, AIF*
Senior Managing Director
Douglas J. Lukcso*
Managing Director
Anthony M. Saracusa, CIMA®*
Managing Director
Lawrence M. Carone, CFA
Managing Director
John F. Colla, CFA
DIRECTOR
John D. Evans
Director
Brian T. Wunderle
Associate
Monica A. Fletcher
Associate, Marketing
Karen T. Buckley
Administrative Assistant
Luz Caraballo
Administrative Assistant
PRIVATE CLIENT GROUP
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Carl J. Tippit, CFA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director and Head of Client Services
JIM AWAD
Senior Managing Director
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director & Chief Wealth Strategist
Michael S. Dearden, ATP®*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Anthony G. Micheli, CPA*
Senior Managing Director
Tracy A. Jemison, II*
Senior Managing Director
James R. Pruce, CFP®, CPA*
Senior Managing Director
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director
David P. Miller, CFP®, CPA
Managing Director
Teresa A. LaCorte, CPA*
Managing Director, Tax
Gregory Q. Lonczak, CFP®*
Director
Jonathan Watts, CPA
Director
Linda M. Bubar, EA
Senior Associate
Emily C. Hajec
Senior Associate
Maureen Leneghan, CPA, CFP®*
Director of Financial Planning
Theodore J. Robbins, CPA , CFP®*
Director, Private Client Group
David A. McClearn, CFA*
Director of Portfolio Management
Nancy Gallagher
Portfolio Manager
Joseph Baranek
Planning Associate
Lisa M. Chavez, CPA
Senior Associate
Jack W. Dunn
Planning Associate
A.J. Volpe
Planning Associate
James T. Thomas
Planning Associate
Kiana Woodgett
Planning Associate
Corwin Sorley
Planning Associate
Caroline Lyu
Portfolio Manager
Linda Bates
CLIENT SERVICE ASSOCIATE
Kimberly A. Herbst
Client Service Associate
Allison Schaefer
Client Service Associate
Peggy E. Shalala
Client Service Associate
Susan A. Svenson
Client Service Associate
Kimberly D. Trnavsky
Client Service Associate
Rashauna Johnson
Administrative Assistant
Administration
Steven F. Wolken*
Chief Compliance Officer
Jane F. Battes, SPHR*
Managing Director, Human Resources
Dennis M. Kasper*
Managing Director, Information Technology
Amber Franklin
Business Analyst
Bonny L. Constantino
Accounting & Compliance Associate
Jennifer D. Lucas
Associate, Administration
Devra G. Woodard
Receptionist
REPORTING AND OPERATIONS
Bianca L. Friscan*
Managing Director, Reporting & Operations
Maureen A. Berthelot
Database Coordinator
Sarah R. Frish
Institutional Operations Associate
Mitchel H. Green
Senior Operations Associate
Cristina T. Popoiu
Performance Analyst
Konstantin Goldberg
Performance Analyst, Performance Reporting and Operations
Sandra J. Wallenhorst
Associate
Susan E. Witalis
Trader
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
SERVICES
RESEARCH
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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